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Spectrum Wealth Advisory Group’s Tesla TSLA Stock Holding History

Spectrum Wealth Advisory Group’s Portfolio TSLA Stock Details TSLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$468K Sell
1,112
-272
-20% -$108K 0.13% 54
2026
Q1 		$515K Buy
1,384
+23
+2% +$9.47K 0.19% 41
2025
Q4 		$612K Buy
1,361
+285
+26% +$126K 0.23% 37
2025
Q3 		$479K Buy
1,076
+135
+14% +$46.8K 0.2% 42
2025
Q2 		$299K Buy
941
+31
+3% +$9.34K 0.14% 51
2025
Q1 		$236K Sell
910
-100
-10% -$33.3K 0.11% 50
2024
Q4 		$408K Buy
1,010
+197
+24% +$63.4K 0.19% 37
2024
Q3 		$213K Sell
813
-216
-21% -$49.3K 0.12% 44
2024
Q2 		$204K Buy
+1,029
New +$180K 0.22% 35
2024
Q1 		– Sell
-928
Closed -$231K – 32
2023
Q4 		$231K Buy
928
+106
+13% +$25.2K 0.28% 30
2023
Q3 		$206K Hold
822
– – 0.28% 30
2023
Q2 		$215K Buy
+822
New +$164K 0.29% 29

Other funds holding TSLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Spectrum Wealth Advisory Group's TSLA Position: Q2 2026 in Review

Spectrum Wealth Advisory Group reduced its Tesla (TSLA) stake by 20% in Q2 2026, selling an estimated $108K and leaving 1,112 shares worth $468K. The position accounts for 0.13% of the portfolio, ranked #54.

Spectrum Wealth Advisory Group first reported a position in TSLA in Q2 2023 and has held it in 12 quarters since. The position peaked at $612K in Q4 2025. 4,317 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Spectrum Wealth Advisory Group held 1,112 shares of Tesla worth $468K as of Q2 2026.
  • Spectrum Wealth Advisory Group sold 272 Tesla shares in Q2 2026, an estimated $108K.
  • Tesla made up 0.13% of Spectrum Wealth Advisory Group's portfolio in Q2 2026, its #54 holding.
  • Spectrum Wealth Advisory Group first reported a position in Tesla in Q2 2023 and has held it in 12 quarters since.
  • Spectrum Wealth Advisory Group's Tesla position peaked at $612K in Q4 2025.
  • 4,317 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.